Strategic Advisory · Park City, Utah

Executive-level counsel for the next stage of growth.

Alpine Executive Insights provides accounting and CFO services, board-level advisory, transaction support, and operational counsel to founders, owners, and boards navigating consequential decisions.

Built for the awkward middle.

Most of our clients sit in the gap between founder-led and institutionally backed — companies past the early scrappy stage, but not yet at the scale where every senior function is staffed in-house.

That gap is where good companies stall. Where cash gets tight despite growing revenue. Where boards want better reporting than the team can produce. Where a fundraise or sale conversation reveals the books aren't ready, or the strategy hasn't been pressure-tested.

We close those gaps. Senior, hands-on counsel across finance, strategy, operations, and transactions — delivered with the discipline of an institutional back office, without the cost structure to support one full-time.

Four service lines. One point of accountability.

i. The Anchor Service

Accounting / CFO Services

We meet clients wherever they are on the finance maturity curve — from cleaning up monthly close, through controllership, into the CFO seat for a board cycle, fundraise, or sale.

  • Monthly close, reporting, and cash flow management
  • Zero-based budgeting and rolling forecasts
  • Multi-entity consolidation and audit preparation
  • Investor and lender reporting
  • QuickBooks, NetSuite, and ERP implementation
ii. Executive Advisory

Board Representation & C-Suite Advisory

The work that doesn't fit a job description. Confidential, candid advisory for CEOs and founders navigating inflection points — capital raises, board dynamics, succession, strategic pivots, or exit timing.

  • Board representation and board package preparation
  • Multi-year strategic financial planning
  • Fundraising support — convertible notes through equity rounds
  • Banking relationships and debt financing
  • Exit readiness and three-year value-creation plans
iii. Transaction Support

Diligence & Deal Execution

Episodic, high-stakes work for companies in motion. Whether you're being acquired, acquiring, or raising — we bring the analytical rigor of a private capital back office to the transaction.

  • Acquisition financial modeling and financing scenarios
  • Lender package preparation
  • Operational and financial readiness assessment
  • Post-close integration support
  • Quality of earnings analysis (buy- and sell-side)
iv. Operations

Process, Systems & Workflow

Finance discipline is downstream of operational discipline. We help leadership teams design the systems, SOPs, and workflows that make the financials make sense — and make the business scale.

  • Inventory, BOM, and SKU rationalization
  • Cost accounting and margin management
  • Warehouse and supply chain workflow design
  • Contract manufacturing setup and management
  • SOP development and process documentation

Engagements built on precision, discretion, and direct counsel.

  • i.We work with a small number of clients to ensure focused attention and material outcomes.
  • ii.Every engagement begins with a confidential discovery conversation — no presentation, no pitch.
  • iii.We deliver written analysis, working models, and direct recommendations — not slideware.
  • iv.Fixed-scope engagements where possible. Monthly retainers where the work benefits from continuity.

Founded on a clear set of principles.

Alpine Executive Insights was founded to bring senior, hands-on counsel to growing companies — the kind of counsel that is typically reserved for institutionally backed businesses with full executive teams in place.

The firm draws on operating experience inside growth-stage companies and within private capital — a combination of perspectives that informs how we engage with every client.

We are deliberately small. Our work is referral-led, the engagement count is intentionally limited, and the principal is involved in every conversation. We believe consequential advisory work is a craft, not a volume business.

Operating Principles
  • Tell clients what we believe, not what they want to hear.
  • Deliver written analysis and working models — not slideware.
  • Take only the engagements we can serve at full attention.
  • Treat every client's information as the asset that it is.

If the work is consequential, the conversation should be too.

Every inquiry is reviewed personally. We respond within two business days, typically with a request to schedule a brief introductory call to understand the situation and assess fit before any proposal.

Location
Park City, Utah
Response time
Within two business days